Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Kovitz Investment Group Partners’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$840K Buy
7,172
+4
+0.1% +$469 ﹤0.01% 843
2025
Q1 		$868K Buy
7,168
+4
+0.1% +$485 ﹤0.01% 769
2024
Q4 		$804K Buy
7,164
+68
+1% +$7.64K ﹤0.01% 765
2024
Q3 		$835K Buy
+7,096
New +$835K 0.01% 668